Email:
Phone:
Location:
Sherborne, Yeovil
Position:
Partner
Team:
Private Client
Specialism:
I joined Porter Dodson in 2009. After completing my training with the firm, I qualified as a solicitor in April 2012. I became a partner in February 2020.
I deal with all aspects of making wills and updating wills, preparing Power of Attorney documents and estate administration. I also advise on tax planning and trust administration.
I work very closely with my clients to build a strong relationship with them. I often visit clients at home to discuss important personal matters in an environment in which they are comfortable. Similarly, I am available in the office based in the centre of the town to meet clients that prefer to discuss matters face to face rather than over the telephone.
I am a full member of the Society of Trust and Estate Practitioners.
I won the Cook & Hatchard’s Law Prize presented by the Devon and Somerset Law Society in 2012.
Excellent - both Anna & Sarah went 'that extra mile'.
Attended a retirement course with Leonardo Helicopters where Sarah gave a presentation on your services. We were impressed with the overall professionalism and as our wills required updating, we did not hesitate to contact yourselves.
Very easy to talk to. Was quite anxious about making my will over the phone but once I spoke to Lucy and Sarah, I felt very confident in dealing with such an important subject without actually meeting the people I was putting my trust in.
Sarah Stone is the stand-out partner for me. She’s excellent, no hesitation in recommending to her.
I have utmost faith in the capability of the staff I work with. Not only are the very professional with a high level of knowledge and expertise, but they are also responsive and approachable.